Video Description
What's the real reason Bitcoin is weak? It's not Michael Saylor.
Jamie Coutts joins Michaël van de Poppe to cut through the noise and explain the one force that actually drives Bitcoin: global liquidity. While everyone blames MicroStrategy for the downturn, Jamie argues the truth is bigger and more structural and that understanding it is the key to seeing what comes next.
"Global liquidity is the main driver of all asset prices."
Jamie breaks down why we're really in a bear market (a lack of demand, not just Saylor), what his Bitcoin cycle risk model was signalling at last year's top, why an undercurrent of long term holders selling reached its peak in Q3, and why a secular debasement trend means more liquidity has to enter the market this year or next. He also explains why the path...
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